2026-09-09XQuote

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Special thank you to awodias for the crowdsourced channel check all the way from CIOE 2026 Shenzhen! - Confirmed that $SIVE is actively engaged with Chinese pluggable makers - $SIVE has raised lasers prices given tight supply - 70mW lasers seem the most tight given association with 800g pluggables It’s pretty cool that our little community reaches all the way around the world. (Also thank you if other people did channel checks and I missed it, this was the first one I saw)

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$SIVE — quick channel check from Sivers’ booth at CIOE 2026 today. Stopped by Sivers’ booth and spoke with their Sales Director for China, Korea & Japan. A few takeaways from our conversation: 1/ China customer engagement Q: Are you currently in contact with Chinese pluggable/transceiver players? A: Yes. This is Sivers’ first time exhibiting at CIOE. They are currently setting up their China office and are just starting to work with Chinese pluggable players. They wouldn’t disclose any customer names. 2/ CW laser pricing Q: What are you seeing on laser ASPs given the current supply environment? A: Supply is very tight, and Sivers has raised prices. They wouldn’t disclose the magnitude of the price increases. 3/ Where is supply tightest? Q: Which CW laser products are currently the most supply-constrained? A: 70mW is particularly tight, which they associated with 800G pluggable applications. They also said tightness is fairly broad, including both 70mW and 100mW. 200mW has not reached mass production yet. 4/ Sivers’ own capacity Q: Does Sivers currently have enough supply/capacity to meet demand? A: Yes. They said they currently have sufficient supply and are actively expanding capacity. 5/ A few observations from the booth Sivers’ booth was very small, with only two people there when I visited — the Sales Director for China/Korea/Japan I spoke with and another representative whose title was Country Manager. There were no physical products or demos on display. The booth was noticeably more minimal than larger semiconductor/optical vendors at CIOE such as GlobalFoundries, Tower Semiconductor and Credo. Given that this is Sivers’ first CIOE and they are only now establishing their China office, my impression is that their China presence is still at a very early stage.
awodias ↗